RE Investment Via Self-Directed IRA – A Welcome Option

Had the best conversation of the young year yesterday. Spoke with the CPA who’ll be comin’ on board as a regular, though time limited contributor. (Tax season = weekly posts…NOT) Anywho, among other subjects, we spent a half hour cussin’ and discussin’ the acquisition of real estate through the various available self-directed retirement plans (IRA/401 ‘solo’/Sep/Roth) and the various strategies I’d planned on discussing at great length.

We agreed there’s much misinformation and plain bad info out there. For example, some think real estate inside an IRA etc., will be taxed — not true. Even some ‘expert’ websites word their blurbs on the topic in ways ripe for either incorrect inferences by readers, or maddening ambiguity designed to protect the authors, only serving to confuse.

We’ll have none of that here. Plain English will be employed to explain the What, When, How, Why, and if necessary Where. Investing for capital growth? You can. Need retirement cash flow? Much easier and far more predictable and reliable than the stock market. Ah — predictable and reliable, a welcome duo if ever there was one. :)

Also, I’m working hard to bring on a high ranking officer of a major trust company specializing in Self-Directed IRAs and the laws, rules & regulations surrounding them.

Bottom line? This isn’t new to me. I’ve been studying and researching this investment vehicle/approach since about 2000 or so. When the smoke clears, it’s not rocket science. ‘Course nothing is if you know what you’re doing, have a Plan, and do things on Purpose. That said, you absolutely want a team of slam dunk experts on your team. I’ll deliver that to you ready to go.

  • First class CPA
  • A trust company with a stellar track record and reputation — audited regularly
  • A mortgage broker and lender who’re specialists in this exact type of real estate financing
  • A real estate attorney who knows exactly what’s up
  • Professional property management firms vetted by me
  • There’ll be more pros behind the scenes, but you get the idea. Meanwhile, back a BawldGuyRanch, have a great weekend — Playoffs!

    Contact me at 619 889-7100.

    Related posts:

    1. Reality Isn’t An Option – Facts Are Persistent Creatures
    2. Self-Directed IRAs and Real Estate
    3. New Comments Option Now Available
    4. Some Basic Facts About the Self Directed IRA
    5. What Real Estate Investment Strategy Works In Slloooowly Appreciating Markets?
    About BawldGuy

    I'm second generation real estate, first licensed in fall of 1969. Having been mentored by several iconic brokers, I'm also CCIM trained, having completed all 200 hours back in 1980. Have successfully executed well over 200 tax deferred exchanges, many of which have been multi-state in nature. Strong points are analysis and the creation and real world application of Purposeful Plans employing several strategies synergistically. The idea is to arrive at retirement with the most after tax income possible, backed by the largest net worth.

    Contact BawldGuy | BawldGuy's Google Profile

    Comments

    1. Patrick Hake says:

      I look forward to hearing a non mealy mouthed description of how investing in real estate via self directed IRAs works, and how to impliment it as a strategy in the real world.

    2. BawldGuy says:

      Writing them as this comment is published.

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